IUL sales: How to overcome ‘it’s too complicated’
IUL can be confusing to clients. Here are five ways to demystify it.
Selling long-term-care insurance in a group setting
Two experienced financial professionals discuss what it takes to successfully sell LTCI in a workplace or group setting.
LIMRA: Record workplace life insurance sales up for 4th consecutive year
Workplace life insurance, disability insurance and supplemental health products sales all rose in 2024, according to LIMRA.
How to overcome the fear of calling prospects
Cold-calling prospects is not a task for the faint-hearted. It requires a positive mindset, accepting rejection, and perseverance.
Advisor gives students a lesson in financial reality
Tari Trowbridge shares her experience of establishing and running a small business with high school students in her community, to help educate them on the realities of the business world.
How life’s milestones can play a role in selling financial services
Three experts offer some helpful hints on how financial professionals can make the most of their client’s life milestones.
How ‘data augmentation’ might speed up AI adoption in P&C insurance
While advances in artificial intelligence have been slow to reach commercial P&C insurance, new trends in data augmentation could help pick up the pace, according to experts on a recent Insurtech Insights panel.
Digitize your estate plan for peace of mind
A digital estate plan addresses centralizes important information in one secure, easily accessible repository.
Finseca sees chance to ‘go on offense’ amid changes in DC
The financial services profession and industry has an opportunity “to go on offense” now that a new administration and a new Congress has taken over the reins in Washington, said Finseca CEO Marc Cadin.
Beyond Finance: How an inclusive approach builds client trust
When I first started my business, there were not many women in charge. If we were, we were often brushed aside and not taken seriously by our male peers.
Louisiana governor takes aim at state’s insurance ‘crisis’
Louisiana Gov. Jeff Landry this week outlined proposals to lower state auto insurance premiums, which are among the highest in the nation.
How insurers can weather extreme storms with AI
AI-based tools can be used to help speed up the initial assessment of claims and triage them
Study asks if annuities help financial advisors build client relationships
Do annuities help financial advisors create long-lasting relationships with their clients? A recent survey has some answers.
March Annuity Index Report
Below is the March edition of the Salt Financial Annuity Index Report available for download: Salt Financial – Annuity Index Analytics For this month, the…
5 trends shaping and challenging the insurance industry
Amid shifting landscapes, from geopolitical change to climate impacts, we predict the following key trends will shape the future of the industry.
Emerging digital annuity sales process cutting cycle times by 94%, IRI says
Carriers are eagerly signing on to a new paperless transaction process for annuity transfers that is cutting cycle times by 94%.
Economist: Tariffs could dampen GDP growth; raise unemployment, inflation
The Trump tariffs will dampen gross domestic product growth not only for the U.S. but for the rest of the world, The Conference Board said.
Insurance industry slow to adopt AI. How has that affected productivity?
An ActivTrak Productivity Lab study examines the productivity of the insurance industry in the face of low AI adoption.
Sudden Wealth: 3 Essential tips for inheriting money
Receiving an inheritance often comes with mixed emotions, grief and responsibility with a splash of financial anxiety. With all of these emotions in play, it is easy to make impulse decisions on how to use the money.
